Merriman Wealth Management, LLC: AVES position timeline

Merriman Wealth Management, LLC held 797,725 AVES shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 797,725 shares

   Change vs previous 13F +23,810 shares

   1.53% of the 13F portfolio, value $36,854,882.

   13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 773,915 shares

   Change vs previous 13F +14,022 shares

   1.64% of the 13F portfolio, value $40,351,940.

   13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 759,893 shares

   Change vs previous 13F +24,117 shares

   1.62% of the 13F portfolio, value $37,044,795.

   13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 735,776 shares

   Change vs previous 13F +78,152 shares

   1.55% of the 13F portfolio, value $34,868,404.

   13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 657,624 shares

   Change vs previous 13F +32,741 shares

   1.47% of the 13F portfolio, value $30,230,955.

   13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 624,883 shares

   Change vs previous 13F +34,304 shares

   1.4% of the 13F portfolio, value $27,144,935.

   13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 590,579 shares

   Change vs previous 13F +41,122 shares

   1.27% of the 13F portfolio, value $25,778,791.

   13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 549,457 shares

   Change vs previous 13F not available

   1.21% of the 13F portfolio, value $23,456,318.

   13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).